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Verastem (DE:2VSA)
FRANKFURT:2VSA

Verastem (2VSA) Price & Analysis

3 Followers

2VSA Stock Chart & Stats

€6.17
€0.04(0.68%)
At close: 4:00 PM EDT
€6.17
€0.04(0.68%)

Bulls Say, Bears Say

Bulls Say
Commercial Revenue GrowthStrong top-line growth and a meaningful Q2 product-revenue rebound indicate increasing commercial adoption of the AVMAPKI FAKZYNJA CO-PACK. Continued new starts, refills, and broader physician use could establish a more durable revenue base.
Improved Liquidity And RunwayThe enlarged cash position provides funding for commercialization and planned clinical programs through important development milestones. A longer runway reduces near-term disruption risk and gives management more time to pursue growth without immediately requiring another financing.
Clinical Pipeline AdvancementRapid advancement of VS-7375 broadens Verastem’s potential beyond its current franchise and creates multiple clinical value inflection points. Fast Track status and progressing registration-directed trials may support more efficient regulatory interaction if efficacy and safety data remain supportive.
Bears Say
Persistent Losses And Cash BurnThe company remains far from self-funded, with operating and free cash flow deeply negative relative to its revenue base. Sustained losses require continued access to capital and could constrain investment flexibility if commercialization or clinical progress takes longer than expected.
Leverage And Financing DependenceMeaningful leverage reduces balance-sheet flexibility while Verastem continues to fund costly development and commercialization activities. Dependence on structured financing and milestone proceeds increases obligations and leaves future execution partly dependent on continued capital access.
Clinical And Regulatory UncertaintyVerastem’s pipeline must demonstrate sufficient efficacy, safety, and differentiation in competitive RAS/MAPK markets. Unclear regulatory requirements and rival programs could lengthen development, limit approval options, or weaken the commercial opportunity even as trials advance.

Verastem News

2VSA FAQ

What was Verastem’s price range in the past 12 months?
Verastem lowest stock price was €2.88 and its highest was €8.90 in the past 12 months.
    What is Verastem’s market cap?
    Verastem’s market cap is €677.34M.
      When is Verastem’s upcoming earnings report date?
      Verastem’s upcoming earnings report date is Nov 11, 2026 which is in 30 days.
        How were Verastem’s earnings last quarter?
        Verastem released its earnings results on Aug 06, 2026. The company reported -€0.312 earnings per share for the quarter, beating the consensus estimate of -€0.384 by €0.071.
          Is Verastem overvalued?
          According to Wall Street analysts Verastem’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Verastem pay dividends?
            Verastem does not currently pay dividends.
            What is Verastem’s EPS estimate?
            Verastem’s EPS estimate is -0.41.
              How many shares outstanding does Verastem have?
              Verastem has 90,563,440 shares outstanding.
                What happened to Verastem’s price movement after its last earnings report?
                Verastem reported an EPS of -€0.312 in its last earnings report, beating expectations of -€0.384. Following the earnings report the stock price went up 7.393%.
                  Which hedge fund is a major shareholder of Verastem?
                  Currently, no hedge funds are holding shares in DE:2VSA
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Verastem

                    Verastem, Inc. is an emerging biopharmaceutical company dedicated to the creation and commercialization of innovative therapeutic agents for cancer treatment. A primary asset in its pipeline is VS-6766, a novel dual RAF/MEK inhibitor that operates by a "clamp" mechanism. This unique action effectively blocks the kinase activity of MEK and disrupts RAF's ability to phosphorylate MEK. The company is actively advancing several clinical trials. RAMP 201 is an adaptive, two-part, multicenter, randomized, open-label study designed to assess both the efficacy and safety of VS-6766, administered alone or in combination with defactinib. Defactinib is an oral small molecule inhibitor of focal adhesion kinase (FAK), and this trial targets patients with recurrent low-grade serous ovarian cancer. Simultaneously, Verastem is conducting RAMP 202, a Phase 2 trial focused on evaluating the safety profile of VS-6766 combined with defactinib. This particular study enrolls patients with non-small cell lung cancer (NSCLC) that harbors KRAS and BRAF mutations, specifically after they have undergone treatment with platinum-based regimens and immune checkpoint inhibitors. Verastem has also forged strategic partnerships to support its development efforts. It holds license agreements with Chugai Pharmaceutical Co., Ltd. for the development, commercialization, and manufacturing rights of products incorporating VS-6766. Additionally, a similar agreement with Pfizer Inc. pertains to the research, development, production, and marketing of Pfizer's FAK inhibitors for various human applications, including therapeutic, diagnostic, and prophylactic uses. Further expanding its collaborations, Verastem has a clinical agreement with Amgen, Inc. to explore the synergistic potential of VS-6766 alongside Amgen's KRAS-G12C inhibitor, LUMAKRAS™, a combination being investigated in the Phase 1/2 RAMP 203 trial. Founded in 2010, Verastem, Inc. maintains its corporate headquarters in Needham, Massachusetts.

                    Verastem (2VSA) Earnings & Revenues

                    2VSA Company Deck

                    2VSA Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call conveyed substantial positive momentum: commercial rebound with $25.1M in product revenue, strengthened liquidity via a $50M draw and $15M milestone (pro forma cash $201.4M), improved non-GAAP loss versus prior year, and rapid clinical progress for VS-7375 (enrollment completed in expansions, Fast Track for NSCLC, three Phase II studies initiated and an October data update anticipated). Notable risks remain — the company is still loss-making with high R&D spend, relies on financing to bridge to readouts, has limited prescription visibility, faces tolerability and dose-management operational challenges, and navigates a competitive/regulatory landscape. On balance, the material commercial and clinical achievements and improved financial cushion outweigh the outstanding challenges.View all DE:2VSA earnings summaries

                    2VSA Stock 12 Month Forecast

                    Average Price Target

                    €13.39
                    ▲(116.98% Upside)
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10,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":4.54,"date":1772323200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 18,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":4.46,"date":1775001600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 19,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n      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